N3OGH
Bear patrol must be working like a charm
Premium
join:2003-11-11
Philly burbs | Slowskis
Man, people must like those turtles.... |
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rahlquist
Redeye
join:2001-10-30
Villa Rica, GA | speeed
Its the speed in most cases I would imagine. I would switch if I could. |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
 ·Sprint Mobile Broa..
 ·Comcast
|  You can see the presentation made to investors here
»media.corporate-ir.net/media_fil···Pres.pdf
Financial statements:
»media.corporate-ir.net/media_fil···bles.htm
You can watch Webcast here with the Q&A:
»phx.corporate-ir.net/phoenix.zht···t=&upv=2
--
My BLOG .. .. Internet News .. .. My Web Page
Ask yourself one question: 'Do I feel lucky?' Well, do ya punk? |
|
Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| CEO Roberts isn't the only one with vision...
this story could have been one of my posts going back a year and more on this website warning about the telco industry and what was to come if they didn't change..and quickly.
Here we now are..landlines fleeing by the millions..dsl customers doing the same...and what they're essentially left with is their next generation strategies to save them.
And, even more so...we now have Comcast rolling out docsis 3.0 apparently like it's just a walk in the park in terms of how quickly they can do it..and the cost associated with it.
And so..what comes next? What comes next is the whole landscape changes even further. You're talking about 22Mb to 50Mb speeds basically becoming the norm...versus..DSL speeds? We just realistically have to ask ourselves..who will ever want dsl again when those tv ad's get running?
Can you see it now the ad's with 50,000MPH signs on a highway with turtles walking down it. (Btw comcast..if you like that idea pm me and we can work something out.  )
And here's the REAL problem for the telco's. You have the loss of landlines..the loss of dsl customers..and the BIG expense of their next generation rollouts. The loss in those other categories is going to severely cripple their ability to roll out next generation services..even when they want to. Just like Qwest and so on..who finds it hard to afford it. It's just a problem that now feeds on itself and grows ever larger. Verizon is the best poised to compete but one has to consider how this will also affect them. Their fios area is still relatively small..and they're years away from finishing it in many places. How will it look then versus Comcast and probably other cable co's already long having had those kinds of speeds?
The fios novelty will have really worn off.
I'll sum it all up and say I think we're witnessing an industry changing event. It's hard to find in history such a dominant industry losing their market share like this..and so many negatives now going against them.
The telco's biggest mistake was in not seeing this years ago as the cable co's rewired this country with hybrid fiber/coax. Now..it's there and in place. And docsis 3.0 will take it to totally new levels.
I really hope for competitions sake that the landscape of what is occurring changes..but it's hard to see what will at this point. Could AT&T ever start a FTTH rollout..today..and do it in time? It would take years now.
Verizon is doing it to their credit. But for how long and how fast given the pace it shows up in new areas and the loss now of their core businesses.
I do have to give kudos to Comcast and CEO Roberts for what they've done. It really is a stroke of business genius.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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guhuna
R.I.P Mike
Premium
join:2001-03-31
Brentwood, CA | yawn.
Pissing contest anyone? |
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contractor01
@comcast.net
| numbers dont lie
Karl no matter how many negative links you post, or even links to negative links, the numbers dont lie. Its simple why Comcast signs up more customers. Who wants the mad whacker on their property just to get FIOS???
»consumerist.com/5031593/verizon-···salesman |
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TKJunkMail
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
·Sprint Mobile Broa..
·Comcast
| reply to Rick
Re: CEO Roberts isn't the only one with vision...
said by Rick  :I'll sum it all up and say I think we're witnessing an industry changing event. It's hard to find in history such a dominant industry losing their market share like this..and so many negatives now going against them. The thing saving the telcos is wireless - the biggest growth area for decades to come. Both Verizon & AT&T are gobbling users up by the millions and much of their lost landline business is going there. None of the cable companies have yet shown they can roll out a viable wireless strategy, though they are all starting to make noises like they will get serious in that arena.
The big question will be - what technology will become dominant in future years - fiber/cable or wireless?
--
My BLOG .. .. Internet News .. .. My Web Page
Ask yourself one question: 'Do I feel lucky?' Well, do ya punk? |
|
b10010011
Whats a Posting tag?
join:2004-09-07
Bellingham, WA | Well they do have a monopoly in many areas
In my area for TV its cable or satellite as OTA will get you all of two channels from the US and three or four from Canada. Satellite does not offer locals (ABC, CBS, NBC FOX) in HD unless you can receive them OTA. |
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BF69
join:2004-07-28
Camden, TN
| what about caps?
Maybe right now not an issue but as watching TV online becomes more popular and if/when networks actually start streaming SD shows in real SD( as in 2.5 Mbps not 1.2 Mbps ) and real HD( as in 6 Mbps not 2 Mbps for 720p and 12 Mbps for 1080p ) then 250 GB won't be much at all. |
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anon6969
@comcast.net | Twin Cities?
Call me dumb..but where is the "twin cities"? Does that include Chicago? |
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Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast
| said by anon6969 :
Call me dumb..but where is the "twin cities"? Does that include Chicago?
»en.wikipedia.org/wiki/Minneapolis-St._Paul |
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cypherstream
Looking forward to the future of things.
Premium,MVM
join:2004-12-02
Reading, PA
clubs:
| More digital subs good
So with larger growth toward digital, do you think we can cut the analog soon? I'd really like some more HD channels at full quality. And we know that Comcast isn't going to upgrade to 1 GHz... that's not in their vocabulary (only in Cox). So lets get rid of all this analog! |
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ptrowski
Got Helix?
Premium
join:2005-03-14
Putnam, CT
clubs:
 ·VOIPo
·Metrocast Communic..
 ·AT&T DSL Service
·ViaTalk
| reply to TKJunkMail
Re: CEO Roberts isn't the only one with vision...
said by TKJunkMail :said by Rick :I'll sum it all up and say I think we're witnessing an industry changing event. It's hard to find in history such a dominant industry losing their market share like this..and so many negatives now going against them. The thing saving the telcos is wireless - the biggest growth area for decades to come. Both Verizon & AT&T are gobbling users up by the millions and much of their lost landline business is going there. None of the cable companies have yet shown they can roll out a viable wireless strategy, though they are all starting to make noises like they will get serious in that arena. The big question will be - what technology will become dominant in future years - fiber/cable or wireless? Shhhhh...don't try to make sense to the shill behind the curtain.
--
"So, Lone Star, now you see that evil will always triumph because good is dumb."
Have you been touched by his noodly appendage? »www.venganza.org |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| said by ptrowski :Shhhhh...don't try to make sense to the shill behind the curtain. Make sense? That wireless is doing well for them? No one is disputing that.
But isn't that a bit like saying that hot apple pies are saving McDonalds..while their hamburger and fry business is being gobbled up by a player in a total different industry by the day?
Anyways..all this talk is making me HUNGRY. I'm off to comcast..err..Wendys for a burger.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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ptrowski
Got Helix?
Premium
join:2005-03-14
Putnam, CT
clubs:
·VOIPo
·Metrocast Communic..
·AT&T DSL Service
·ViaTalk
| said by Rick :said by ptrowski :Shhhhh...don't try to make sense to the shill behind the curtain. Make sense? That wireless is doing well for them? No one is disputing that. But isn't that a bit like saying that hot apple pies are saving McDonalds..while their hamburger and fry business is being gobbled up by a player in a total different industry by the day? Anyways..all this talk is making me HUNGRY. I'm off to comcast..err..Wendys for a burger. You missed the point about the cable companies not having a contender like the wireless piece.
--
"So, Lone Star, now you see that evil will always triumph because good is dumb."
Have you been touched by his noodly appendage? »www.venganza.org |
|
Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| I just don't see wireless competing with fiber/coax though.
they're distinct and different enough to serve two markets with wireless more for the mobile market.
Yes..cell phones do replace landlines for some..but that's not tv and hsi. and the bundling effects will keep landlines as part of the cable bundle equation for a long time to come.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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markofmayhem
join:2004-04-08
Pittsburgh, PA
| reply to cypherstream
Re: More digital subs good
There's a bit of danger in those numbers. Comcast's stock DROPPED on this news due to analysts predicting better numbers than Comcast posted. While I would love to see the orange take over the green on those bar charts, unless analysts back off a little, these numbers may slow analog reclamation.... God I hope not! |
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Morac
join:2001-08-30
Riverside, NJ | reply to contractor01
Re: numbers dont lie
Actually the main reason Comcast signs up more customers than FIOS is because it's available in more locations than FIOS. |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| reply to markofmayhem
Re: More digital subs good
said by markofmayhem :There's a bit of danger in those numbers. Comcast's stock DROPPED on this news due to analysts predicting better numbers than Comcast posted. While I would love to see the orange take over the green on those bar charts, unless analysts back off a little, these numbers may slow analog reclamation.... God I hope not! Comcast beat earnings estimates..24 cents versus 22 cents estimates.
It's stock probably dropped because it was up so much yesterday. It had a big run at the close. The company also said they might trim back their stock buyback plan somewhat.
Other than that..nothing negative that I saw in the press release.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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hopeflicker
Capitalism breeds greed
Premium
join:2003-04-03
Long Beach, CA
| reply to Morac
Re: numbers dont lie
said by Morac :Actually the main reason Comcast signs up more customers than FIOS is because it's available in more locations than FIOS. QFT  |
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